Spire Wealth Management
Position in TYG — Tortoise Energy Infrastructure Corp
CIK 1858740
MCLEAN, VA
Position in TYG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$36,868
-$40,299 QoQ
Shares Held
860
-44.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 167 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in TYG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. TYG ranks #60 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in TYG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,868 | 860 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $77,167 | 1,548 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $34,724 | 849 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $36,497 | 847 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $34,936 | 796 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $69,353 | 1,611 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,068 | 954 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $42,900 | 1,093 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,203 | 436 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $33,784 | 1,093 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $12,543 | 436 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $35,286 | 1,221 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,470 | 1,221 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $38,161 | 1,298 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $39,617 | 1,247 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $42,049 | 1,404 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $41,530 | 1,404 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $77,207 | 2,234 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $55,253 | 1,979 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $55,148 | 2,035 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||